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Cody Owen Wheeler

Plan Group Financial, Inc.

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About Cody Owen Wheeler

Cody Owen Wheeler is a financial advisor registered with Plan Group Financial, Inc. Cody has been a registered representative in the financial industry since February 4, 2020. Cody is registered in Nebraska, Oklahoma, and Texas. Cody is also registered with the state of Oklahoma as an Investment Advisor Representative. Cody has passed the Series 66, Series 7TO, and SIE exams. Cody has experience working with high net worth individuals, individuals other than high net worth, and insurance companies. Cody provides financial planning and portfolio management services.

Firm Information

Cody Wheeler is currently registered with Plan Group Financial, Inc.. Plan Group Financial, Inc. is an investment advisor based in Oklahoma City, OK. The firm offers financial planning and portfolio management services to individuals, including high-net-worth individuals, and has approximately $346.9 million in regulatory assets under management.
Plan Group Financial, Inc.

101 N.E. 82ND STREET

OKLAHOMA CITY, OK 73114

$346.93M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cody Wheeler’s Registration & Firm History

OK

01/12/2023 - Present

Plan Group Financial, Inc. (OKLAHOMA CITY OK)

OK

02/04/2020 - 11/16/2023

SAXONY SECURITIES, INC. (Oklahoma City OK)

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Licenses & Designations

BOTH

Issued 08/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cody Owen Wheeler.
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